OpenAI Buys a Workspace for Agents
The agent race is moving from model demos to persistent workspaces with credentials and audit trails.
Technology
Prometheus Raises Physical AI Money Before Receipts
A $12 billion raise says physical-world AI is the next pitch; the receipts still have to leave the lab.
D-Matrix Ships the Anti-Nvidia Story
The challenger chip does not need to kill Nvidia to matter; it needs one inference niche with receipts.
Helium Chip Risk Needs Shipping Proof
Chip panic becomes useful only when it links helium, lanes, buyers, and actual delivery delays.